Bosch / Q1-FY26

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Positive2025-07-31Back to BOSCHLTD

Revenue

₹4,788.6 Cr

verified against source

Revenue YoY

10.9%

reported change

EBITDA

₹639.3 Cr

latest reported figure

Source

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record provenance

Actual signal trajectory

Where this quarter sits.

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EBITDA (₹ Cr)PositiveWatchNegative
9 actual records
Actual quarterly EBITDA (₹ Cr) trajectoryReported values plotted by quarter. Hover or focus a point for its quarter, value, and source sentiment.Q3 FY24: 461.1 · Positive source sentiment · 2024-02-12Q3 FY24Q4 FY24: 557.2 · Watch source sentiment · 2024-04-26Q4 FY24Q1 FY25: 519.7 · Watch source sentiment · 2024-07-26Q1 FY25Q2 FY25: 560.5 · Positive source sentiment · 2024-10-24Q2 FY25Q3 FY25: 582.6 · Watch source sentiment · 2025-01-24Q3 FY25Q4 FY25: 231 · Positive source sentiment · 2025-04-30Q4 FY25Q1 FY26: 639.3 · Positive source sentiment · 2025-07-31Q1 FY26Q2 FY26: 61.7 · Positive source sentiment · 2025-10-30Q2 FY26Q3 FY26: 612.4 · Positive source sentiment · 2026-02-10Q3 FY26639.361.7
Values are taken from the available verified source records; sentiment color is a separate source-read indicator.

Quarter read

What the record says.

Bosch Limited reported Q1 FY26 revenue of INR 4,788.6 crore, up 10.9% YoY, driven by strong growth in Power Solutions (+13.7%) and Two-Wheeler business (exhaust gas sensors from OBD 2 norms). EBITDA grew 23% YoY to INR 639.3 crore, aided by revenue growth and improved material costs. PAT margin jumped to 23.3% due to profit on sale of Building Technologies business. Management highlighted cautious market recovery in auto segments, with tractors and three-wheelers outperforming. Guidance remains qualitative: focus on localization, export growth, and EV technology leadership. Key risk: rare earth magnet supply constraints could impact production from September 2025.

Colored figures show movement against the previous available record.

Guidance to track

  • Management reiterated commitment to increasing localization, with progress on track, though decisions depend on geopolitics and tariffs.
  • Bosch aims to continuously increase exports, leveraging competitiveness in certain products like knock sensors and injectors, but no specific target given.
  • Bosch plans to capitalize on EV trends in two-wheelers and three-wheelers, leveraging global portfolio and discussions with OEMs.

Risks flagged

  • Inventory coverage only until end of August; task force formed but impact on OEMs could be significant if supply chain issues persist.
  • Advanced economies show stagnant or slow growth, limiting export opportunities despite Bosch India's competitiveness.
  • Tractor emission norms (TREM5) are on hold, creating uncertainty for product planning and investment.

Key quotes

  • We are on plan and we will continuously increase localization.
  • We see an impact. We see inventory coverage until end of August. We are working on several options.
  • Continuously increasing our exports is one of our targets.

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